DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at B3 WEALTH STRATEGIES
BELLEVUE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 5, 2025 | n/a | yes | BELLEVUE, WA | Current employment |
| B3 WEALTH STRATEGIES | Independent wealth | Jul 2, 2019 | n/a | yes | BELLEVUE, WA | Current employment |
| FINANCIAL ADVOCATES ADVISORY SERVICES | Former SEC adviser | Mar 5, 2012 | Dec 23, 2013 | no | OLYMPIA, WA | Previous registration |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Former SEC adviser | Jan 5, 2012 | Oct 17, 2019 | no | OLYMPIA, WA|Bellevue, WA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 11, 2010 | Aug 30, 2018 | no | OLYMPIA, WA|TACOMA, WA|BELLEVUE, WA | Previous registration |
| SIGNATOR FINANCIAL SERVICES, INC. | Former SEC adviser | Sep 3, 2009 | May 12, 2010 | no | Bellevue, WA | Previous registration |
| RUSSELL INVESTMENTS | Asset manager | Dec 17, 2007 | Apr 20, 2009 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | FINANCIAL ADVOCATES ADVISORY SERVICES | Oct 17, 2019 | Mar 5, 2012 | -2,782 | Firm change after gap | Other |
| LPL FINANCIAL LLC | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Aug 30, 2018 | Jan 5, 2012 | -2,429 | Firm change after gap | Other |
| FINANCIAL ADVOCATES ADVISORY SERVICES | B3 WEALTH STRATEGIES | Dec 23, 2013 | Jul 2, 2019 | 2,017 | Firm change after gap | Other |
| SIGNATOR FINANCIAL SERVICES, INC. | LPL FINANCIAL LLC | May 12, 2010 | Jun 11, 2010 | 30 | Firm change | Other |
| RUSSELL INVESTMENTS | SIGNATOR FINANCIAL SERVICES, INC. | Apr 20, 2009 | Sep 3, 2009 | 136 | Firm change | Other |